Living your purpose requires thoughtful integration of all aspects life. Together we work to uncover your personal financial and non-financial goals and use them to shape a path towards a fruitful and meaningful future for you and your family.
Financial services like accounting and tax advice, legal services, and estate planning are the building blocks for a solid financial foundation. But you can’t lay a foundation until you know what you’re building. At Keel Point, we create holistic wealth management plans, and put our expertise to work in service of your short and long-term goals.
Building a comprehensive investment plan that seizes today’s unique opportunities while serving long-term objectives takes vision, discipline and attention. The investment team at Keel Point consider the full spectrum of financial factors—from global economic forces to proprietary and private opportunities—to craft and manage an investment strategy guided by your personal goals.
Guidance on Giving
Keel Point is a community united around the idea that wealth can be a tool for doing good. Whether the impact you envision is local or global, we’ll help you develop a giving strategy that pairs your personal passion with the most relevant opportunities.
Family Management Services
As assets increase, so do the complexities surrounding them. For families in need of counsel, support and service beyond the foundations of wealth management and investing, our Keel Point Horizon team partners with you on a full range of comprehensive Family Management Services.
Find out more about our family office team – Keel Point Horizon >